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TUE 03 NOV 2026 · 134 new pieces this week

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A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsMedia & Entertainment

Friday, 24 January 2025

6 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #128
Jamesin · Jamesin Seidel
AI Engine: UK University Hackathon
Menlo
Investing in the Future of Creator-Driven Commerce: ShopMy’s $77.5M Series B
Saastr
Dear SaaStr: What’s It Like to Have Your Company Acquired by One of the Tech Giants?
Saastr
SaaS Growth in 2025: What Paddle’s $36B ARR Dataset Tells Us
Dawn Capital
AI x IT Services: Europe’s €200 billion industry transforming AI ambitions into adoption

Thursday, 23 January 2025

27 pieces
Insight Partners
AI-powered leadership: Transforming strategy and driving high-performing teams
Battery Ventures
Building your First Sales Compensation Plan
NextView VC
NextView’s Investment in Riley: Supercharging Customer Discovery
Newcomer · Eric Newcomer
VC Returns Revealed: Thrive Capital Outperforms as Market Slowdown Hits VC Performance
Madrona Ventures
Madrona Raises $770 Million to Back Visionary Founders
My Climate Journey · Jason Jacobs
Is 2025 the Year 'Nature' Replaces 'Climate'?
Scale Venture Partners
The future of AI is vertical
Maveron
AI Unleashed: How GPT & Gemini Turned the Tables on Our 2025 Predictions, part I
Rougher Thoughts · Sarah Tavel
Pushing Yourself Beyond the Google Mindset of Self-Reliance (and Embracing Personalization)
Turner Novak
🎧🍌 Building Infrastructure for AI Browsers with Paul Klein, Founder + CEO of Browserbase 🅱️
Grant Gregory
Ian Rountree – Founder & Managing Partner of Cantos
Sammy Abdullah
$52k is the ‘Average Contract’ Value of SaaS IPO’s
NextView VC
Announcing our Investment in Patrol
First Round Review
The GTM Inflection Points That Powered Clay to a $1B+ Valuation
Saastr
Just Announced: SaaStr Annual 2025 Headline Speakers: The CEOs and CXOs of Snowflake, HubSpot, Dropbox, ServiceTitan, Canva, Descript, and 100s More!!
A Wealth of Common Sense · Ben Carlson
Is It Time To Lock in 5% Yields?
Saastr
The Enterprise Journey: 8 Keys to Going Upmarket Successfully with Workiva’s CEO Julie Iskow
Termsheet · Zubair N. Paracha
How much was Dubai's The Entertainer acquired for?
The Sociology of Business · Ana Andjelic
Leaning in the Quiet of Discomfort
Equal Ventures
Trump’s National Energy Emergency: A Costly Promise
Saastr
Dear SaaStr: What is Your Worst Memory as an Entrepreneur?
Glasswing VC
Glasswing Portfolio Company Basetwo Raises $25M in Series B Funding
Erik Torenberg
Dispatches from the Group Chats, Inauguration Edition
Abhishek Singh
Themes I’m Excited About in 2025: If You’re Building in These Areas, Let’s Connect!
Termsheet · Zubair N. Paracha
How much of Careem (Super App) does Uber own?
Joe Lonsdale
Ep 106: Zac Bookman on Advice for DOGE & Building OpenGov into a $1.8 Billion GovTech Leader
Tomasz Tunguz · Tomasz Tunguz
Top Themes in Data in 2025

Wednesday, 22 January 2025

7 pieces
Pirate Wires · Mike Solana
What the Tech Right Sees in Trump
Madrona Ventures
RAG Is Not the End of History: Why AI+Data Architecture Will Transform in 2025
Lotus Capital
Project Stargate: America’s Boldest AI Investment Yet
Ascend
Token Talk: Decentralizing AI Compute for Scalable Intelligence
Greylock News
Welcome, Mor Chen!↗Market
Sequoia
Stochastic Mindset Perspective
Termsheet · Zubair N. Paracha
How much was Kuwait's Carriage acquired for?
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